Squar Milner Financial Services’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23
| Closed | – | – | 263 |
|
|
2020
Q1 | $0 | Sell |
23
-1,965
| -99% | – | ﹤0.01% | 767 |
|
|
2019
Q4 | $100K | Buy |
+1,988
| New | +$100K | 0.05% | 322 |
|
|
2019
Q3 | – | Sell |
-2,820
| Closed | -$125K | – | 271 |
|
|
2019
Q2 | $125K | Sell |
2,820
-866
| -23% | -$38.4K | 0.08% | 237 |
|
|
2019
Q1 | $185K | Sell |
3,686
-14
| -0.4% | -$703 | 0.14% | 175 |
|
|
2018
Q4 | $174K | Hold |
3,700
| – | – | 0.17% | 151 |
|
|
2018
Q3 | $189K | Buy |
3,700
+355
| +11% | +$18.1K | 0.17% | 160 |
|
|
2018
Q2 | $180K | Buy |
+3,345
| New | +$180K | 0.16% | 174 |
|
|
2018
Q1 | – | Sell |
-3,699
| Closed | -$213K | – | 165 |
|
|
2017
Q4 | $213K | Buy |
+3,699
| New | +$213K | 0.26% | 138 |
|